To offer your client a choice, open a draft estimate and set the item's Options & Add Ons setting to Add-on or Options. On desktop you change it from the item's row. In the mobile app you change it from the item's screen.
Available on the Pro and Scale plans. You need permission to edit Estimates. Works on desktop and in the mobile app.
Show the Options & Add Ons column on desktop
Open the draft estimate.
If you don't see the Options & Add Ons column, select Edit columns in the toolbar above the table.
Turn on Options & Add Ons, then select Save.
The column shows Included on each item. The Edit columns button isn't in the mobile app, which has no table column. Use the item screen instead.
Create an Options group
Add an item to the estimate and enter its pricing. New items start as Included.
On desktop, select the Included chip in the item's row. In the mobile app, open the item and select the Options & Add Ons picker.
Select Options. The item becomes a group with two alternatives.
Name each alternative and enter its pricing, such as "Quartz countertop" and "Granite countertop".
To add another alternative, select Add option. The counter, such as 3 of 5, shows how many you have. The limit is five.
Choose the alternative to start selected. On desktop, select the radio button labeled Select option on that alternative. In the mobile app, select the alternative in the item screen.
The selected alternative is the one counted in your estimate total until your client chooses a different one. To remove an alternative, open its menu and select Delete option.
Create an Add-on
Add an item to the estimate and enter its pricing.
On desktop, select the Included chip in the item's row. In the mobile app, open the item and select the Options & Add Ons picker.
Select Add-on. The Add-on starts unchecked and isn't counted in the estimate total.
To start it selected for your client, turn on Include this add-on.
Change an Options & Add Ons setting
Open the draft estimate.
Select the item's chip on desktop, or the Options & Add Ons picker on the item screen in the mobile app.
Select the new setting.
The result depends on the change:
Add-on to Included: the item is added to your total at its full price, even if the Add-on was unchecked.
Options to Included: the selected alternative stays as a regular item and the other alternatives are removed.
Options to Add-on: the item uses the selected alternative's pricing and details, and the other alternatives are removed.
Add-on to Options: the Add-on becomes an Options group.
Limits
You can create or restructure Options & Add Ons only while the estimate is a draft.
You can change which alternative or Add-on is selected until the proposal is approved.
If your plan no longer includes the feature, the items you already set up stay editable on the draft, but you can't create new ones.
For how the selections affect totals, invoices, and exports, see How Options and Add-ons work.